<p>Robert Half is currently seeking a service-oriented Marketing Specialist for a leading organization. This role offers the opportunity to work directly with business development and operations teams, supporting initiatives designed to secure new business and drive organizational growth. The role is 40 hours per week and hybrid on site 3 days a week!</p><p> </p><p>Key Responsibilities: </p><ul><li>Prepare and manage responses for RFPs and RFQs, ensuring proposals meet client specifications </li><li>Develop client-specific portfolio books and information packages to support outreach efforts </li><li>Maintain accurate project descriptions in internal databases </li><li>Create team and individual resumes as needed Identify and pursue opportunities for press releases and creative projects </li><li>Design and maintain marketing collateral templates Coordinate administrative, support, and production activities as required</li></ul>
Robert Half's client in Northborough is looking for a part time general office clerk to assist with tax season.<br><br>Responsibilities:<br>- Greeting guests<br>- E-filing<br>- Data entry<br>- booking appointments<br>- Microsoft Office <br><br>Start Date: 1/26<br>Duration: 3 months<br>Hours: flexible<br>Paying up to $18.50
<p>We are looking for a detail-oriented Operations Specialist to join our team in Boston, MA. In this long-term contract position (4-6 months), you will play a vital role in supporting corporate actions and class action operations while ensuring seamless processes and accurate reporting. This hybrid role offers flexibility with a schedule of three days in the office and two days remote.</p><p><br></p><p>Responsibilities:</p><p>• Process corporate actions and class action filings with precision and adherence to established procedures.</p><p>• Collaborate with vendors and clients to confirm details, resolve discrepancies, and ensure timely deliverables.</p><p>• Manage accounts payable and payment processing tasks, including reconciliations and receipt management.</p><p>• Prepare and analyze cash flow forecasts to support financial planning and decision-making.</p><p>• Authenticate and validate market data, securities information, and announcements for accuracy.</p><p>• Generate and distribute comprehensive reports to support internal and external stakeholders.</p><p>• Maintain organized records and documentation to ensure compliance and efficient access to information.</p><p>• Address client inquiries and issues promptly, providing solutions to meet their needs.</p><p>• Monitor and improve operational workflows to enhance efficiency and accuracy.</p><p>• Support organizational goals by contributing to team efforts and upholding high standards of performance.</p>
We are looking for an experienced Administrative Assistant to join our team on a contract basis in Providence, Rhode Island. This role involves providing essential office support and ensuring smooth daily operations. Candidates should possess strong organizational skills and be comfortable working in a fast-paced environment.<br><br>Responsibilities:<br>• Assist in sorting and scanning documents, particularly during high-demand periods such as tax season.<br>• Offer general administrative support to maintain efficient office workflows.<br>• Utilize Microsoft Office applications and office equipment effectively to complete tasks.<br>• Respond to incoming calls and manage receptionist duties professionally.<br>• Ensure accurate and timely data entry into relevant systems.<br>• Stay organized while juggling multiple priorities and deadlines.<br>• Stand for extended periods when required to complete certain tasks.
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in North Kingstown, Rhode Island. In this role, you will support daily operations by managing administrative tasks, assisting with apartment leasing, and addressing resident concerns. Strong communication skills and exceptional customer service abilities are essential for success in this position.<br><br>Responsibilities:<br>• Guide prospective tenants on apartment tours and provide detailed leasing information.<br>• Assist in apartment leasing processes using Onesite/Realpage software.<br>• Address resident concerns and inquiries promptly and professionally.<br>• Manage inbound and outbound calls, ensuring effective communication with clients and residents.<br>• Coordinate and maintain schedules, including setting up appointments.<br>• Handle email correspondence and respond to inquiries in a timely manner.<br>• Perform accurate data entry to maintain organized records.<br>• Utilize Microsoft Office tools such as Excel, Outlook, Word, and PowerPoint for administrative tasks.<br>• Provide exceptional customer service to ensure satisfaction and foster positive relationships.
<p>We are looking for an Accounts Receivable Specialist to join our team in East Weymouth, Massachusetts. In this role, you will play a key part in managing financial transactions, ensuring accurate billing, and maintaining compliance with payroll and accounting standards. This position offers an opportunity to work in a dynamic environment where attention to detail and teamwork are highly valued.</p><p><br></p><p>Responsibilities:</p><p>• Process and upload invoices to customer and vendor portals, resolving any portal-related issues promptly.</p><p>• Generate and review customer statements monthly, coordinating with managers to ensure accuracy.</p><p>• Follow up on outstanding accounts by sending reminders, negotiating payment plans, and maintaining communication with customers.</p><p>• Prepare weekly collection reports, detailing communication, payment commitments, and overdue balances.</p><p>• Maintain organized customer files, including credit applications, agreements, payment records, and other essential documentation.</p><p>• Produce and distribute reports such as invoice summaries and no-service lists for accounts exceeding credit limits.</p><p>• Generate lien waivers for projects and manage the schedule of values and progress billings in collaboration with managers.</p><p>• Reconcile accounts receivable subledger with the general ledger and assist in preparing month-end reports.</p><p>• Support audits and bonding processes by compiling necessary financial documentation.</p><p>• Assist with payroll preparation, verifying time entries and ensuring compliance with labor regulations.</p>
<p>Robert Half is seeking a Customer Service Representative to join our growing team in Ward Hill, Massachusetts.</p><p><br></p><p><br></p><p><strong>Schedule ONSITE: </strong>Monday–Friday, 8:00am–5:00pm</p><p><br></p><p>In this role, you will support a fast-paced customer care team by handling high-volume inbound calls, processing orders and returns, and serving as a key point of contact for customer inquiries. This is a hands-on, high-transaction environment supporting small businesses and blue-collar customers.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle a high volume of inbound customer calls (approximately 500–600 per month)</li><li>Respond to customer questions, complaints, and product/order inquiries</li><li>Process RMAs, returns, and related documentation in an ERP system (Epicor preferred)</li><li>Manage email queues, data entry, and return product logistics</li><li>Act as the primary contact for website inquiries (20–25 calls per day)</li><li>Support order entry and assist with workflow and process improvements</li><li>Collaborate closely with internal teams including accounting, warehouse, and customer care</li></ul><p><br></p><p><br></p>
<p>3rd Shift (Night Shift) Patient Access Specialist! 11:00pm-7:00am - Multiple Openings! </p><p><br></p><p>We are offering a contract to permanent employment opportunity for a Patient Access Specialist in Nashua, New Hampshire. In this role, you will be fundamental in providing quality services to patients by managing their admission processes and ensuring regulatory compliance within the healthcare industry.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Ensure precise assignment of MRNs and carry out medical necessity and compliance checks.</p><p>• Efficiently handle incoming, outgoing, and inter-office calls via the telephone switchboard.</p><p>• Adhere to organizational policies while delivering exceptional customer service with compassion.</p><p>• Conduct pre-registration of patients' accounts prior to their visits, which may involve both inbound and outbound communication to gather demographic, insurance, and other patient information.</p><p>• Inform patients, guarantors, or legal guardians about general consent for treatment forms, obtain necessary signatures, and distribute patient education documents.</p><p>• Review responses in the insurance verification system, select the applicable insurance plan code, and enter benefit data to support Point of Service Collections and billing processes.</p><p>• Use the Advance Beneficiary Notice (ABN) software to accurately screen medical necessity, inform Medicare patients of potential non-payment of tests, and distribute the ABN as needed.</p><p>• Utilize auditing and reporting systems for quality assurance to correct accounts, including those from other employees, departments, and facilities.</p><p>• Conduct account audits to ensure all forms are completed accurately and timely, meeting audit standards, and provide statistical data to Patient Access leadership.</p>
<p>We are working with a long-standing client in Portsmouth, Rhode Island to help them identify their next Accounts Payable Specialist. This is a direct hire, permanent role that is in-office. Our client offers a competitive salary and excellent benefits. </p><p><br></p><ul><li>Review, verify, and process vendor invoices for accuracy, completeness, proper authorization, and compliance with company policies</li><li>Match invoices with purchase orders and receiving documents to confirm quantity, pricing, and terms are accurate before processing payments</li><li>Prepare and process payments including checks, electronic transfers, ACH, and wire transfers according to established payment schedules</li><li>Enter invoice data into accounting systems and assign proper general ledger account codes per accounting policies and procedures</li><li>Reconcile vendor statements, monitor account balances, and resolve outstanding balances, discrepancies, or payment disputes</li><li>Communicate with vendors and internal stakeholders regarding invoice status, payment inquiries, and account-related issues</li><li>Maintain organized and accurate records of invoices, payments, vouchers, and correspondence for audit and compliance purposes</li><li>Monitor payment schedules to ensure timely disbursements, avoid late fees, and identify available discount opportunities</li><li>Generate and maintain accounts payable aging reports, payment activity summaries, and cash flow projections</li><li>Assist with month-end and year-end closing activities including reconciliations, accruals, and financial reporting</li><li>Maintain accurate vendor records including banking information, tax documents (W-9s), and payment terms</li></ul><p><br></p><p><br></p>
<p>We are looking for a detail-oriented and organized Receptionist to join our team in Boston, MA. This contract position requires a customer-focused individual to serve as the first point of contact for visitors and provide essential administrative support to ensure smooth office operations. The ideal candidate will thrive in a fast-paced environment and possess excellent multitasking capabilities.</p><p><br></p><p>Responsibilities:</p><p>• Welcome and assist visitors, clients, and applicants while ensuring proper security protocols are followed.</p><p>• Manage conference room schedules, including setting up rooms, coordinating catering services, and arranging necessary equipment.</p><p>• Handle incoming and outgoing mail, packages, and freight, as well as arrange messenger services when required.</p><p>• Maintain office supplies inventory and place orders as needed to ensure adequate stock.</p><p>• Respond to insurance-related inquiries and process access requests for building security.</p><p>• Collaborate with the landlord and building management to address facility-related needs.</p><p>• Utilize Microsoft Office Suite and other software to perform data entry and manage communications.</p><p>• Serve as the point of contact for hospitality services, including transportation and reservations for guests.</p><p>• Ensure the reception area remains organized, orderly, and welcoming at all times.</p><p>• Provide assistance with general clerical duties, such as distributing faxes and handling phone calls.</p>
We are looking for an experienced Accounts Payable Specialist to join our team in Lexington, Massachusetts. In this long-term contract role, you will play a pivotal part in managing and maintaining accurate financial records, ensuring timely processing of invoices, and supporting overall operational efficiency. This position is ideal for someone with strong attention to detail and a thorough understanding of accounts payable processes.<br><br>Responsibilities:<br>• Process and verify invoices for accuracy, ensuring proper coding and alignment with company policies.<br>• Manage payment runs, including checks and Automated Clearing House (ACH) transactions, while maintaining compliance with deadlines.<br>• Collaborate with internal departments to resolve invoice discrepancies and obtain necessary approvals.<br>• Maintain accurate records of accounts payable transactions and ensure proper documentation for audits.<br>• Monitor vendor accounts to ensure payments are up to date and address any outstanding balances.<br>• Assist in the preparation of month-end and year-end close processes related to accounts payable.<br>• Respond promptly to vendor inquiries and provide exceptional service to maintain strong business relationships.<br>• Ensure compliance with company policies and regulatory requirements in all accounts payable activities.<br>• Identify process improvement opportunities within the accounts payable function and recommend solutions.<br>• Support the implementation of systems or tools that enhance efficiency in invoice processing and payment management.
<p>Duties/Responsibilities</p><p>• Accurately review, code and process high volume payables invoices for multiple entities</p><p>• Review and reconcile invoices discrepancies</p><p>• Assist with weekly check, ACH and wire runs</p><p>• Process check request and expense reports in a timely manner</p><p>• Ensure that all daily, weekly and monthly tasks are completed accurately by the assigned deadlines</p><p>• Monitor the accounting inbox, responding to inquiries from vendors, clients, and internal stakeholders</p><p>• Sort, log, scan and file invoices, checks and other documents</p><p>• Responsible for all aspects of payroll</p><p>• Work closely with Human Resources to ensure changes in payroll, benefits, etc</p><p>• Review and reconcile payroll time records for accuracy in preparation for weekly and monthly payroll</p><p>• Calculate payroll adjustments as needed for issuance either manually or through the next available pay cycle</p><p>• Manage workflow to ensure all payroll transactions are processed accurately and timely</p><p>• Process correct garnishment calculations and compliance</p><p>• Process manual checks and any payroll-related entries</p><p>• Create G/L entries for each payroll and rectify with cash accounts</p><p>• Monthly reconciliation of all G/L accounts associated with payroll</p><p>• Enter all updates – bonus/commission/etc</p><p>• Handle and understand inquiries from employees, managers, and corporate team members regarding payroll issues and work on resolution in a reasonable and timely manner</p><p>• Review and validate reports produced as part of the payroll processing cycle to ensure payments to team members are accurate and that all payments have been paid for the payroll period and/or quarterly incentive payout</p><p>• Using knowledge of pay schedules, earning/deduction codes and pay program policies review exception reports and determine reason for potential over/under payments</p><p>• Process W2s, verify year-to-date totals for salaries, income tax withheld, FICA, deductions, tax-deferred annuities</p><p>• Process yearly RSU, ESPP, PTO and Mileage payouts</p><p>• Understand and comply with current and yearly tax thresholds for payroll processing</p><p>• Assist with month end closing</p><p>• Provide support for internal and external audits as needed</p><p>• Cross-train in other specialized areas of the department</p><p>• Perform other duties as assigned</p><p><br></p><p><strong><em>For immediate consideration and resume review, please call me directly! 508-205-2127 Eric Lebow</em></strong></p>
<p>We are looking for an experienced Part-Time Administrative Assistant to join our team in Boston, Massachusetts. As part of a healthcare-focused organization, you will play a key role in supporting daily operations and ensuring smooth communication across departments. This is a long-term contract position offering a dynamic work environment and the opportunity to make a meaningful contribution.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily administrative tasks, including scheduling meetings and maintaining calendars.</p><p>• Respond to inbound calls and direct inquiries to the appropriate departments.</p><p>• Perform accurate data entry and maintain organized records.</p><p>• Provide receptionist duties by welcoming visitors and ensuring they are directed appropriately.</p><p>• Support office operations by ordering supplies and coordinating facility needs.</p><p>• Assist in preparing reports, presentations, and other documentation as required.</p><p>• Collaborate with team members to ensure efficient workflow and task completion.</p><p>• Monitor and prioritize incoming correspondence, including emails and physical mail.</p><p>• Uphold confidentiality and professionalism in all interactions.</p>
<p>We are looking for a skilled Project Specialist to join our team in Worcester, Massachusetts. In this long-term contract role, you will play a crucial part in advancing operational excellence and driving process improvements within our organization. This position offers an exciting opportunity to contribute to meaningful initiatives with the potential for future growth.</p><p><br></p><p>Responsibilities:</p><p>• Create detailed documentation and process maps to improve operational workflows.</p><p>• Coordinate logistics for events, meetings, and initiatives related to continuous improvement.</p><p>• Track and manage action items to ensure timely completion of project goals.</p><p>• Analyze data and results to identify opportunities for optimization and efficiency.</p><p>• Support the development of an Operational Excellence Center by implementing best practices.</p><p>• Deliver compelling presentations to communicate project findings and recommendations.</p><p>• Collaborate with cross-functional teams to align project objectives and outcomes.</p><p>• Apply continuous improvement methodologies, such as Six Sigma, to enhance organizational processes.</p><p>• Ensure all activities align with strategic goals and organizational standards.</p>
We are looking for an experienced Docketing Specialist to join our team on a contract basis in Boston, Massachusetts. This role requires someone with strong attention to detail, skilled in managing intellectual property docketing processes, ensuring accuracy, and maintaining deadlines. The ideal candidate will have a solid background in docketing, preferably with experience using the RightHub platform.<br><br>Responsibilities:<br>• Review and process incoming communications from outside counsel, foreign agents, and the US Patent and Trademark Office to ensure timely docketing.<br>• Examine incoming correspondence for deadlines, bibliographic data, and compliance with organizational requirements.<br>• Update records with relevant bibliographic information based on official documents and filed responses.<br>• Manage and track tasks, including creating and closing deadlines, as outlined in official communications.<br>• Assist clients and paralegals with intellectual property and foreign prosecution-related projects.<br>• Ensure all docketing activities align with organizational policies and procedures.<br>• Maintain accurate and organized records to support seamless operations.<br>• Collaborate with team members to address docketing-related inquiries and provide solutions.<br>• Utilize the RightHub platform to execute docketing tasks efficiently.<br>• Monitor deadlines and ensure compliance with legal and procedural requirements.
<p>We are looking for a skilled Administrative Assistant to join our team onsite in Exeter, New Hampshire. In this long-term contract role, you will play a key part in ensuring the smooth operation of administrative tasks while providing excellent support to the office. This position is ideal for someone who thrives in a dynamic environment and has a strong attention to detail.</p><p><br></p><p>Responsibilities:</p><p>• Respond to incoming calls professionally and direct inquiries to the appropriate departments.</p><p>• Perform accurate and timely data entry to maintain organized records.</p><p>• Provide general office support, including filing, scheduling, and correspondence.</p><p>• Act as the first point of contact by greeting visitors and ensuring a welcoming atmosphere.</p><p>• Assist with managing calendars, appointments, and meetings for team members.</p><p>• Prepare and distribute documents, reports, and presentations as needed.</p><p>• Maintain office supplies inventory and coordinate orders when necessary.</p><p>• Support various administrative projects and tasks to meet organizational needs.</p><p>• Ensure compliance with internal procedures and protocols while handling sensitive information.</p>
<p>We are looking for a detail-oriented Accounts Payable Specialist to join our client in the construction industry in Johnston, Rhode Island. This role is critical in managing financial transactions and ensuring the accuracy of accounts payable processes across various projects. You will collaborate closely with project teams and vendors to maintain seamless operations in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Accurately processes invoices, credit card receipts, and cash disbursements.</p><p>• Delegate appropriate job and cost coding to financial documents to ensure proper tracking.</p><p>• Maintain organized and accurate records within the accounting system.</p><p>• Collaborate with project managers and vendors to resolve discrepancies and ensure timely payments.</p><p>• Conduct regular check runs and verify payment details.</p><p>• Assist with tracking and reconciling accounts payable transactions across multiple projects.</p><p>• Monitor and manage the accounts payable cycle to meet deadlines and financial objectives.</p>
<p>We are seeking a Payroll Tax Specialist to support payroll tax compliance and reporting in a fast-paced, team-oriented environment. This role is responsible for preparing, reconciling, and filing federal, state, and local payroll tax returns for multiple clients across various jurisdictions, with a strong focus on accuracy and regulatory compliance. The Payroll Tax Specialist will assist with quarter-end and year-end processes, including payroll tax reconciliations and year-end forms, maintain and reconcile unemployment tax rates, and research and resolve payroll tax notices and discrepancies. This position works closely with internal teams, clients, and taxing authorities to address payroll tax inquiries, submit required authorizations and agency documentation, and ensure timely filings. The ideal candidate brings hands-on payroll tax experience, strong analytical and organizational skills, proficiency with Excel and Word, and the ability to manage competing deadlines in a multi-state environment. Professional payroll certifications and experience with payroll tax systems are a plus, along with flexibility during peak filing periods.</p>
<p>Nashua, NH - ON-SITE - Patient Access Specialist - 3rd Shift Position</p><p>Hours 11:00am-7:00pm - Multiple Openings </p><p><br></p><p>We are looking for a dedicated Patient Access Specialist to join our team in Nashua, New Hampshire. This Contract to permanent position focuses on ensuring seamless patient admissions and delivering exceptional service while adhering to organizational policies and regulatory standards. As part of the healthcare industry, this role plays a vital part in supporting patients and maintaining efficient processes.</p><p><br></p><p>Responsibilities:</p><p>• Accurately assign medical record numbers (MRNs) and verify medical necessity to ensure compliance with regulations.</p><p>• Deliver clear instructions to patients, collect insurance details, and process physician orders while maintaining a high level of customer service.</p><p>• Meet point-of-service collection targets and pre-register patient accounts by gathering demographic, insurance, and financial information through inbound and outbound calls.</p><p>• Explain and obtain signatures for consent and treatment forms, ensuring patients understand their rights and responsibilities.</p><p>• Verify insurance eligibility and input benefit data to support billing processes and enhance claims accuracy.</p><p>• Utilize software tools to identify potential non-payment issues for Medicare patients, distribute required forms, and provide necessary documentation.</p><p>• Conduct audits on patient accounts to ensure accuracy and compliance with quality standards, offering feedback to leadership as needed.</p><p>• Maintain a compassionate and detail-oriented approach in all patient interactions, aligning with organizational goals and customer service expectations.</p><p>• Provide patient education materials and ensure all required documentation is completed promptly and correctly.</p>
We are looking for an organized and personable Administrative Assistant to join our team in Manchester, New Hampshire. This long-term contract position involves ensuring smooth front desk operations, providing excellent service to visitors, and supporting administrative tasks to enhance office efficiency. The ideal candidate will be proactive, attentive to detail, and capable of multitasking in a dynamic environment.<br><br>Responsibilities:<br>• Serve as the first point of contact by welcoming guests and directing them appropriately.<br>• Manage inbound calls, including answering, transferring, and taking messages.<br>• Provide comprehensive administrative support to various departments as needed.<br>• Maintain accurate records through data entry and documentation.<br>• Assist with scheduling appointments and managing calendars.<br>• Coordinate office supplies and ensure the front desk area remains organized.<br>• Respond to inquiries and provide information with careful attention to detail.<br>• Support team members with ad hoc tasks and projects.<br>• Handle correspondence and distribute mail efficiently.<br>• Promote a positive image of the organization at all times.
We are looking for a detail-oriented Part-Time Accounts Payable Specialist to join our team in Mansfield, Massachusetts. In this contract role, you will play a key part in ensuring accurate and timely processing of payments and invoices within a fast-paced manufacturing environment. This position requires strong organizational skills and a commitment to maintaining compliance with established procedures.<br><br>Responsibilities:<br>• Enter invoices into the system accurately and efficiently.<br>• Verify purchase order details, ensuring invoices align with provided documentation.<br>• Monitor payment deadlines and ensure invoices are processed on time.<br>• Handle administrative tasks related to accounts payable operations.<br>• Conduct thorough checks to ensure coding accuracy for all invoices.<br>• Process payments using Automated Clearing House (ACH) and check runs.<br>• Collaborate with team members to resolve discrepancies in accounts payable records.<br>• Maintain organized records of processed invoices and payments.<br>• Support the team in addressing vendor inquiries and concerns.
We are looking for an experienced Accounts Receivable Specialist to join our team on a long-term contract basis in Portsmouth, New Hampshire. This role involves managing essential financial processes such as billing, collections, and cash applications, with a focus on accuracy and efficiency. If you have a strong background in accounts receivable and enjoy working in a dynamic and fast-paced environment, we encourage you to apply.<br><br>Responsibilities:<br>• Process and manage accounts receivable transactions, ensuring accuracy and compliance with company policies.<br>• Handle cash applications, including recording payments and reconciling discrepancies.<br>• Oversee billing functions to ensure timely and accurate invoicing.<br>• Conduct follow-ups on outstanding balances and collections to maintain healthy accounts.<br>• Verify insurance eligibilities and address billing issues related to medical insurance.<br>• Collaborate with internal teams to resolve account disputes and discrepancies.<br>• Analyze cash activity reports to track financial trends and provide insights.<br>• Maintain detailed records of transactions and prepare financial reports as needed.<br>• Ensure compliance with industry standards and regulations in all accounts receivable activities.<br>• Provide exceptional support to clients and stakeholders regarding billing inquiries.
We are looking for an Administrative Assistant to join our team on a contract basis in Braintree, Massachusetts. The ideal candidate will provide essential support in a detail-oriented office environment, assisting with organizational tasks and ensuring smooth day-to-day operations. This role is perfect for someone with prior administrative experience who is tech-savvy and attentive to detail.<br><br>Responsibilities:<br>• Organize and scan documents efficiently during busy periods, such as tax season.<br>• Offer general administrative support to maintain smooth office operations.<br>• Handle inbound calls and provide receptionist duties with attention to detail.<br>• Utilize Microsoft Office applications and operate basic office equipment effectively.<br>• Perform data entry tasks with accuracy and attention to detail.<br>• Maintain a well-organized workspace and assist in keeping office supplies in order.<br>• Stand for extended periods when required to complete specific tasks.
<p>We are looking for a detail-oriented Investment Services Administrative Assistant to join our team in Shrewsbury, Massachusetts. In this fully in-person role, you will provide vital support to the investment banking operations, ensuring smooth administrative processes and exceptional service delivery. This is a long-term contract position offering opportunities to gain experience in the credit union industry while contributing to high-impact financial services.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily administrative tasks to support investment services operations and ensure efficiency.</p><p>• Assist with Anti-Money Laundering (AML) compliance procedures to maintain regulatory standards.</p><p>• Conduct research and analysis using tools like Capital IQ to support investment decision-making.</p><p>• Prepare reports and presentations on discounted cash flow and other investment metrics.</p><p>• Collaborate with team members to provide exceptional customer service to clients.</p><p>• Maintain organized documentation and records for buy-side investment activities.</p><p>• Utilize Microsoft Excel to manage data and create detailed financial spreadsheets.</p><p>• Support the team in tracking and monitoring investment portfolios and their performance.</p><p>• Coordinate and schedule meetings, ensuring timely communication between stakeholders.</p><p>• Assist in resolving client inquiries and providing solutions to enhance satisfaction.</p>
